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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,969 | $85,790-93.0% | $67,313-91.1% | $135,380-95.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -18.08% | -0.54%-17.5pp | -4.08%-14.0pp | 519.81%-537.9pp |
| Employer contribution / active EE | $939 | $3,487-73.1% | $2,566-63.4% | $4,779-80.4% |
| Participant deferral / active EE | $1,268 | $4,651-72.7% | $3,568-64.5% | $5,609-77.4% |
| Admin fee / account holder | $11 | $6,392-99.8% | $4,507-99.8% | $10,828-99.9% |